European Financial Planner®
& International Financial Planner®
Certification's goal
The European Financial Planner® (EFP) is the highest level of certification. It concerns the financial planning activity as a whole.
Outside Europe, this certification is providing under the label International Financial Planner® (IFP) certification. The certificate is adapted to local constraints.
Target audience
That certification offers a training Integrated practice of financial planning including investments at portfolio level, estate planning, international taxation, retirement and insurance needs not only for private clients but also for business owners.
Duration
The educational programs should be covered in a minimum of 21 classroom days or 168 tuition hours (or equivalent), after EFA or IFA certifications.
CPD session : Structured Products: A useful 360 focus
Thu, 06 Mar
|Structured Products 2 Visio conferences
Structured Products, with Yann Robbiola, Chairman of LS Advisors SAS, will explain the main strategies and how to optimize, according to a changing world, with regulations and rules.
Time & Location
06 Mar 2025, 16:30 – 18:30
Structured Products 2 Visio conferences
About the event
Structured Products, with Yann Robbiola, Chairman of LS Advisors SAS, will explain the main strategies and how to optimize, according to a changing world, with regulations and rules.
Indicative Content:
• From Standard Interest Rate Swaps (IRS) to Auto call, Phoenix, study cases , we are going to decrypt and understand the mechanisms in order to be able to see the interest of structured products.
For all information about the webinar, you reach info@efpa.lu
The EFPA Luxembourg Team
For all information about the webinar, you reach info@efpa.lu